It’s certainly tempting to cite the “peak inflation” narrative and attendant expectations for an incrementally
Day: August 16, 2022
Inflation Left-Tail Is Dying. But Hold The Champagne
The inflation left-tail risk may be “dying out.” That was one message from Nomura’s Charlie
Housing Sends Mixed Signals As Starts Fall, Home Depot Holds Up
In news that should surprise exactly no one, US housing starts fell sharply in July,
Everyday Low Bar: Walmart Steps Over Twice-Cut Forecast
Walmart is “seeing more middle- and high-income shoppers,” CEO Doug McMillon said Tuesday. It was
‘Tail Risks Are Diminishing,’ Kolanovic, JPMorgan Say
There are three possible scenarios for US growth, according to JPMorgan. One involves the risk
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